CRD: 143096
Essential Wealth Management Group, LLC
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- Custodian
- E*TRADE ยท Etrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-14-2007
- Office Locations
- 1
Office Locations
About Essential Wealth Management Group, LLC
Essential Wealth Management Group is a Georgia-based RIA serving retail investors, including business owners, with goal-based wealth planning and asset management. The firm emphasizes client education on credit/debt management and wealth-building fundamentals and coordinates planning with a network of attorneys, tax, insurance, and financial planning professionals. Portfolios are implemented primarily with ETFs, with E*TRADE as a listed custodian.
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Owner & Executives
MELVIN MAURICE COLEMAN
Chief Executive Officer, President
- CRD
- #4941494
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,030,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,030,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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